Hillsdale Hospital 403(B) Plan — Form 5500 plan (Hillsdale Community Health Center)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hillsdale Hospital 403(B) Plan is a benefit plan reported by Hillsdale Community Health Center under EIN 38-6005550 and plan number 002. The latest loaded filing year is 2023. The filing reports 633 participants and $25,398,681 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hillsdale Community Health Center
EIN
38-6005550
Plan number
002
Plan type
2
Location
Hillsdale, MI
Latest filing year
2023
Participants
633
End-of-year plan assets
$25,398,681

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023633H, C20240820073606NAL0005424978001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,398,681
Total liabilities (EOY)
$0
Net assets (EOY)
$25,398,681
Net assets (BOY)
$21,914,721

Income & contributions

Employer contributions
$544,277
Participant contributions
$1,449,158
Total contributions
$2,270,633
Total income / additions
$5,005,714

Expenses & distributions

Benefits paid
$1,432,298
Administrative expenses
$89,456
Total expenses
$1,521,754
Net increase / (decrease)
$3,483,960

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServicesINVESTMENT ADVISORY$57,386$932023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,040$02023

Related Form 5500 pages